Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dobbs is a financial advisor with over 30 years of experience in the financial services industry. James is a Certified Financial Planner and is registered with the state of Illinois. James currently works at Woodfield Financial Advisors, Inc. in Deer Park, Illinois. James has experience working with a wide range of clients, including high-net-worth individuals, corporations, and trusts. James specializes in financial planning and portfolio management. James’s firm, Woodfield Financial Advisors, Inc., offers a variety of financial services, including financial planning, investment management, and retirement planning. The firm has a strong commitment to providing personalized service to each of their clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
10/22/1997 - Present
Woodfield Financial Advisors, Inc. (Deer Park IL)
IL
09/08/2009 - 10/30/2009
LPL FINANCIAL CORPORATION (ROLLING MEADOWS IL)
IL
04/11/1990 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (ROLLING MEADOWS IL)
AZ
11/19/1989 - 03/27/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/05/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/30/1987 - 05/10/1988
FSC SECURITIES CORPORATION
NA
09/29/1986 - 11/20/1987
WHYTECLIFFE SECURITIES INC.
NA
08/19/1986 - 12/24/1986
LA SALLE ST. SECURITIES, INC.
NA
03/01/1985 - 12/20/1986
INVESTORS BROKERAGE SERVICES, INC.
BC
Issued 09/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Dobbs is the right advisor for you? Invested Better is here to help.
